We Believe Sales Reps Should Sell, Not Type
Talk2CRM was born from frustration with post-call CRM entry. We watched great reps lose deals because they were buried in data entry instead of building relationships. So we built the tool to give that time back.
The Origin Story
Every sales rep knows the feeling. You just had a great call — the prospect is excited, there are clear next steps, and the deal is moving. Then you open your CRM and spend the next 20 minutes trying to remember exactly what was said.
By the time you've finished updating fields, the details are fuzzy. The commitment you made? Maybe you'll remember it. The buying signal you caught? Lost in a wall of notes you'll never read again.
Talk2CRM exists to fix this. It connects to your phone system, reads your call transcripts, and presents CRM updates for your review — on your phone, right after the call ends. You glance, approve, and move on.
But we didn't just build another AI tool. We built one with 8 safety guardrails, a zero-delete guarantee, and human approval on every write. Because your CRM data is too important for “move fast and break things.”
From Conversation to CRM in Seconds
Here's what happens the moment you hang up — without lifting a finger.
Reads Your Transcript
Talk2CRM processes your call recording and extracts contacts, deal details, and CRM field values — no typing required.
Catches Your Commitments
"I'll send the proposal by Friday" — every promise and follow-up is identified and turned into a tracked task automatically.
Flags Deal Signals
Buying signals, objections, and deal health indicators are surfaced immediately — not buried in notes you'll never re-read.
Waits for Your Approval
Every suggested CRM update appears on your phone as a review card. Swipe to accept, edit, or reject each field. Nothing is written without your say-so.
Tools That Keep You One Step Ahead
Beyond call processing, Talk2CRM gives you an edge before, during, and between conversations.
Search Your CRM in Plain English
"Show me deals closing this month over $50k" — ask questions like you'd ask a colleague and get instant answers.
Walk Into Calls Prepared
Before every meeting, get a quick briefing with the contact's history, open deals, and any commitments from last time.
One-Tap Follow-Ups
Draft a follow-up email or create a task in one tap. Talk2CRM uses the call context so you don't start from scratch.
Weekly Activity Digest
Every Monday, see your week at a glance — calls processed, records updated, commitments coming due. No dashboard-digging required.
Every Feature at a Glance
10 capabilities, one goal: turn your calls into accurate CRM data with minimal effort.
Voice-to-Field Mapping
Stop typing after every call. Talk2CRM pulls the data from your conversation and fills your CRM fields — so you can move on to the next deal.
Commitment Extraction
"I'll send the proposal by Friday" — Talk2CRM catches every promise you make on a call and turns it into a task, so nothing falls through the cracks.
Deal Signal Detection
Know which deals are heating up and which are going cold. Talk2CRM flags buying signals and objections right after every call.
Natural Language CRM Search
Ask your CRM a question like you'd ask a colleague. "Show me deals closing this month over $50k" — and get an instant answer.
Call Prep Sheets
Walk into every call prepared. Get a quick briefing with the contact's history, open deals, and any commitments you made last time.
Review Before Write
Nothing touches your CRM without your say-so. Swipe through each suggested update, edit what needs changing, and approve what's right.
Smart Actions
Draft a follow-up email or create a task with one tap. Talk2CRM uses the call context so you don't have to start from scratch.
Weekly Digest
Every Monday, see exactly what happened last week — calls processed, records updated, commitments due. No digging through dashboards.
3-Strike Learning
The more you use it, the smarter it gets. Correct a suggestion three times and it never makes that mistake again — your preferences become permanent rules.
Offline Queue
No signal? No problem. Talk2CRM queues your updates locally and syncs everything the moment you're back online.
What We Believe
These aren't aspirational values — they're engineering decisions baked into the product.
Safety First
We built 8 architectural guardrails before writing a single CRM update. Your data is protected by design, not by policy.
Human in the Loop
AI suggests, you decide. Every CRM write requires your explicit approval — nothing happens on autopilot.
Learns From You
Correct the AI and it remembers. After three identical corrections, your preference becomes a permanent rule. It gets smarter every week.
Built for Trust
Zero-delete policy, zero AI data retention, minimal data sent to AI. We earn trust through engineering decisions you can verify.
Common Questions
After every call, Talk2CRM reads your transcript and pulls out the data your CRM needs — contact details, deal updates, commitments, and signals. It shows you each suggested update as a review card on your phone. You swipe to approve, edit, or reject. Nothing touches your CRM until you say so.
Not at all. Keep using RingCentral exactly as you do now. Talk2CRM works in the background — it picks up your calls after they happen. No new apps, no recording buttons, no workflow changes.
Talk2CRM achieves 90%+ accuracy on standard CRM fields right out of the box, and it only gets better. The 3-strike learning system means every correction you make teaches it your preferences — after 3 identical corrections, your preference becomes a permanent rule.
Built by People Who Get It
Try Talk2CRM free with your first 20 records. If it doesn't save you time on the very first call, it's not for you — but we think it will.